Welcome to The CFS Group


Everyone deserves to understand the role money plays in our lives.  Money is much more than currency; it provides a means to live the version of our life we seek.  Our mission — Advice through every stage of life — emphasizes our dedication to align our clients' money with their life goals.  Our team will manage your wealth with you at the center so that you can live the life you want.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Latest Insights

Paris in the springtime

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier and Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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Woman examining plant while holding a laptop

Sustainability 101: An investor’s guide to why these buzzwords matter

Mar 28, 2024 | RBC Wealth Management

Understand common strategies within the responsible investing and sustainability space and how they could impact your portfolio.

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Nuclear power plant

Nuclear getting the push it needs

Mar 27, 2024 | RBC Wealth Management

Learn how nuclear energy fits into a responsible investing strategy.

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Welcome Dean Bahniuk!

We're excited to welcome Dean Bahniuk to The CFS Group.  Dean started in the business in 1994 working for Wheat First Securities and has worked at Oppenheimer for the last 10 years.  

Washingtonian Top Financial Advisors 2024

Our team is thrilled and humbled to be selected as one of The Washingtonian’s Top Financial Advisers 2024.

 

 

Social Media

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Did you know that children often understand the concepts of saving and spending money as early as age six? Message me for resources to help teach your child about financial knowledge.

Wondering when is the best time to start collecting Social Security based on your personal situation? Contact me to schedule your annual retirement paycheck strategy review.

Want to feel more financially prepared for the future? Contact me to explore financial empowerment tools we have for all ages, including “Money matters for young professionals.” https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/wealth-insights-money-matters-for-young-professionals.pdf

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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